Ongoing severe semiconductor shortage
First written in FY2022-Q1. 4 of 9 entries say "Restated". Latest entry: FY2024.
2 other companies' latest entry also says "Dropped".
- FY2024DroppedAnnual report
「In semiconductor-related markets, new construction and expansion of semiconductor manufacturing plants around the world are progressing in response to geopolitical risks and other factors」
In FY2024, there was no direct mention of the previously stated “severe semiconductor shortage” or “prolonged global semiconductor shortage”; the disclosure focused on new and expanded plants and strong product demand. - FY2024-Q3DroppedAnnual report
「Capital investment in semiconductor-related markets remained solid, and demand for particle counters used in semiconductor manufacturing plants continued to be high.」
In the current quarter, there was no direct mention of the previously stated “severe semiconductor shortage” or “prolonged global semiconductor shortage”; the disclosure focused on capital investment and strong product demand. - FY2024-Q2SoftenedAnnual report
「Investment in new and expanded facilities in semiconductor-related markets remained solid, and demand for particle counters used in semiconductor manufacturing plants continued to be high.」
There was no mention of the previous “severe semiconductor shortage” or “prolonged global semiconductor shortage”; the disclosure focused on solid capital investment and strong product demand. - FY2023Describing the semiconductor shortage partly as supply-demand tightnessAnnual report
「In semiconductor-related markets, supply-demand tightness continued for some semiconductors, while capital investment in data center-related facilities remained active amid the expanding use of cloud services and other factors.」
The wording changed from “severe semiconductor shortage” and “prolonged global semiconductor shortage” to “continuing supply-demand tightness for some semiconductors.” - FY2023-Q3RestatedAnnual report
「As the global semiconductor shortage continues for an extended period」
The company continues to disclose the prolonged global semiconductor shortage. However, it also notes active capital investment and strong sales of liquid-borne particle counters. - FY2023-Q2RestatedAnnual report
「As the global semiconductor shortage continues for an extended period and active capital investment continues」
The company continues to recognize that the global semiconductor shortage is becoming prolonged and that active capital investment is continuing in semiconductor-related markets. - FY2022-Q3RestatedAnnual report
「Amid the continuing severe semiconductor shortage」
The company continues to disclose the ongoing severe semiconductor shortage. However, it also notes active capital investment and strong sales of liquid-borne particle counters. - FY2022-Q2RestatedAnnual report
「Amid the continuing severe semiconductor shortage」
The company continues to disclose the ongoing severe semiconductor shortage. However, it also notes active capital investment and strong sales of liquid-borne particle counters. - FY2022-Q1First statedAnnual report
「Amid the continuing severe semiconductor shortage」
The company disclosed for the first time the market environment of an ongoing semiconductor shortage. However, the quarterly disclosure also noted continued active capital investment and strong sales of liquid-borne particle counters, rather than a decline in sales due to the shortage.